SME - Subject Matter Expert

Desired Skills

We are seeking a highly skilled US Taxation SME with a minimum of 5 years of hands-on experience in preparing, reviewing, and managing U.S. Individual Income Tax Returns. The ideal candidate should possess strong technical expertise in Form 1040, 1040 NR, and 1040 SR, along with the ability to guide and support team members, ensure quality deliverables, and act as a key point of contact for tax-related queries.

1. Prepare, review, and analyze U.S. Individual Tax Returns (Form 1040, 1040 NR, and 1040 SR), ensuring accuracy and compliance with federal and state tax laws.
2. Perform detailed tax return reviews and quality checks for CPA firm clients.
3. Act as a Subject Matter Expert for technical tax queries and provide guidance to team members.
4. Identify, document, and resolve tax-related discrepancies and review findings.
5. Assist in training, mentoring, and knowledge-sharing initiatives within the team.
6. Monitor changes in U.S. tax regulations and communicate updates to stakeholders.
7. Support managers in process improvements, workflow management, and quality enhancement initiatives.
8. Coordinate with U.S.-based CPA partners, managers, and reviewers to ensure timely completion of engagements.
9. Maintain high-quality standards, adherence to firm-specific review procedures, and established turnaround times.
10. Ensure compliance with internal controls, documentation requirements, and client expectations.

Experience Required

1. Minimum 5 years of experience in U.S. Individual Taxation.
2. Strong expertise in Form 1040, 1040 NR, and 1040 SR, including multi-state tax returns.
3. Experience in tax review, quality control, and handling complex tax scenarios.
4. Exposure to working with U.S.-based CPA firms and tax engagements.
5. Prior experience mentoring or guiding junior team members will be an added advantage.

Qualification

1. Bachelor's Degree in Accounting, Finance, Commerce, or related field.
2. MBA (Finance/Accounting) preferred.

Language Proficiency

1. Excellent written and verbal communication.

Required Certifications

1. Enrolled Agent (added advantage)
2. C.P.A (added advantage)

Computer Proficiency

1. Well versed with advanced MS Office, mainly MS Excel and Outlook.

Competencies (ASK Framework)

1. Strong leadership and team management skills
2. Excellent communication and interpersonal skills
3. Ability to motivate and inspire team members
4. Strong problem-solving and decision-making abilities
5. Adaptability and flexibility in a dynamic work environment